Business Tax Services
Support built for small businesses that need more than a once-a-year filing. James brings clarity, consistency, and strategy to the table—all year long.
Real support. No generic answers.
Running a business already comes with enough moving parts—your accountant shouldn’t be one of them. James Kalaitzis, CPA works with local business owners who want clear, responsive tax support that doesn’t disappear after April 15. With over 35 years of experience working with service providers, trades, consultants, and professionals, James provides the steady, strategic guidance business owners need to stay compliant, avoid surprises, and grow with confidence.
He’s not a seasonal tax shop. He’s a long-term financial ally.
Who This Is For
You’re a small business owner who:
- Wants more proactive guidance and less last-minute scrambling
- Needs clear communication and no handoffs to junior staff
- Values having a CPA who knows your name—and understands your industry
- Is tired of generic templates and “same-day” tax shops that treat your business like a form to be filled
James works with:
- Sole proprietors and single-member LLCs
- S-Corporations and multi-member LLCs
- Family-run businesses
- Local service providers (construction, trades, architects, designers, etc.)
- Professional practices (consultants, agencies, therapists, engineers, etc.)
If you’re serious about running your business well, James is serious about helping you do it.
What’s Included in Business Tax Filing
James provides full-service preparation and filing tailored to your business structure and activity. Services include:
- Federal business tax return preparation (Schedule C, 1065, 1120-S)
- One or more state business filings (including NYS requirements)
- Review of bookkeeping, income, and expenses
- Payroll tax reporting support and compliance checks
- Depreciation schedules and asset tracking
- Analysis of estimated payments and penalty avoidance
- Owner compensation and dividend tax planning
- Clear documentation and filing through the secure client portal
- Review of prior year filings for missed opportunities or corrections
- Post-filing planning suggestions
Every return is reviewed by James personally—no outsourcing, no assembly-line filing.
Ongoing Advisory & Strategy
Tax prep isn’t just about numbers—it’s about decisions. James offers year-round support to business owners who want their tax plan to match their business plan.
Common advisory topics include:
- Choosing or changing your business structure (LLC vs. S-Corp)
- Managing estimated payments without overpaying
- Planning for major purchases, expansion, or hiring
- Setting up retirement contributions and owner benefits
- Catching up on overdue filings or resolving IRS letters
- Preparing for audits or financial reviews
- Building a better system for tracking income and deductions
James doesn’t just prepare your return. He prepares you for what’s next.
A CPA Who Knows the Small Business Reality
James understands the financial challenges that come with running a business in New York—especially on Long Island.
His clients often wear every hat in their company: owner, manager, HR, marketing, and now tax compliance too. James steps in as a trusted financial partner who simplifies the complex, answers the “Is this deductible?” questions, and helps keep more money in your pocket.
“You work too hard to give the IRS more than you should.
My job is to help you keep what you’ve earned—and grow it responsibly.”
– James
Flexible Support Options
One-Time Filing Only
Need last year’s return filed with accuracy and care? James provides individual tax prep support for business owners on an as-needed basis.
Ongoing Support Packages
Ideal for businesses who want quarterly guidance, proactive reviews, and help navigating big decisions year-round.
Catch-Up & Cleanup
Behind on your business taxes? James will help you get current with a clear plan—without shame or judgment.
Your Process, Simplified
01
Let’s Talk First
Schedule a call with James to explain your business, how you operate, and what you need from your CPA.
02
Upload, Mail, or Schedule a Meeting (Remote & In-Person Options)
James will give you a secure portal to submit your financials, tax docs, and prior returns. Not organized yet? He’ll help you figure it out.
03
Review & File
Once everything is in, James prepares your return, flags savings opportunities, and walks you through it before filing.
04
Year-Round Support
Have a new contractor? Thinking of changing payroll? Wondering if a new vehicle is deductible? Call or email anytime—James is here for it.
What It Costs
James offers clear, flat-fee pricing based on business size and complexity. Quotes are provided up front after your initial review—so there are no surprises, ever.
- Sole proprietors (Schedule C): Starting at $300
- S-Corporations (1120-S): $1,000–3,000 depending on size and structure
- Partnerships (1065): Custom pricing available
- Advisory/strategy sessions: Included in ongoing support packages or available hourly
Need help cleaning up your books or catching up on multiple years? James will give you a step-by-step path and a clear cost estimate before you commit.
Why Small Business Clients Work with James Year After Year
- He gets it. James understands the real-world demands of running a small business.
- He’s direct. No jargon. Just practical advice you can act on.
- He’s consistent. Clients aren’t passed around a team—they work with James.
- He’s invested. James wants your business to grow, not just file clean returns.
- He’s proactive. He reaches out when there are opportunities to improve—not just when something goes wrong.
Let’s Talk About
Your Business
Schedule a call to discuss your business and where you need support—whether it’s this year’s return, long-term planning, or just cleaning up what’s behind you.
Email james@jameskcpa.com
Or Fill Out the Contact Form and we’ll follow up to schedule your consultation.